Tax Planning Toolkit

The essential guide to making smarter financial decisions with confidence.

Regardless of where you are in the process this tax season this toolkit gives you a clear, step-by-step guidance.

Tax Prep Checklist
Tax Season Glance
Tax Planning Overview
Last Minute Tax Considerations
Tax Planning Income Worksheet

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What's Inside

Tax Prep Checklist

A step‑by‑step list of all documents, forms, and financial records you need to gather to prepare for filing your taxes.

Tax Season at a Glance

A summarized page of current tax rates, contribution limits, phase‑outs, and key dates that provides a fast reference for the 2025/2026 tax year.

Tax Planning Overview

A high‑level explainer of current tax brackets, standard deductions, important deadlines, and foundational tax rules to guide your planning throughout the year.

Last Minute Considerations

A quick set of five essential actions to double‑check before Tax Day to ensure you don’t miss deductions, contributions, or required documentation.

Individual Income Tax Worksheet

A comprehensive worksheet where you can document income, deductions, credits, contributions, and expenses to help calculate your taxable income for the year.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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